MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.75M
3
+$1.41M
4
AMGN icon
Amgen
AMGN
+$972K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$700K

Top Sells

1
+$3.4M
2
+$3.18M
3
+$2.88M
4
UNH icon
UnitedHealth
UNH
+$1.38M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Healthcare 21.42%
2 Technology 20.29%
3 Financials 12.2%
4 Consumer Staples 8.42%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$403K 0.06%
+68,000
152
$400K 0.06%
4,097
-228
153
$388K 0.06%
10,002
154
$370K 0.06%
2,248
-3,439
155
$366K 0.06%
5,000
156
$351K 0.05%
10,000
157
$345K 0.05%
2,824
158
$334K 0.05%
3,045
159
$312K 0.05%
+15,900
160
$308K 0.05%
4,200
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161
$286K 0.04%
6,848
162
$285K 0.04%
12,000
-2,000
163
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4,357
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164
$264K 0.04%
18,766
165
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166
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2,089
167
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5,856
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168
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169
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170
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7,500
171
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172
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+2,600
173
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+3,214
174
$202K 0.03%
4,104
175
$178K 0.03%
47,350
-1,000
4 5 6
7
8